clearbook

name	clearbook
description	Find UK regulated professional services — conveyancers, mortgage brokers, financial advisers. Queries SRA, FCA, and Companies House registers.
version	1.0.0
emoji	📋
metadata	{"openclaw":{"requires":{"bins":["curl","jq"],"env":["SRA_API_KEY"]}}}

Clearbook — UK Professional Services Discovery

Find and evaluate UK regulated professional service providers. Queries three government registers and returns enriched, cross-referenced results.

What You Can Do

When a user needs to find a conveyancer, mortgage broker, or financial adviser in the UK, use this skill to search the official regulatory registers.

How to Search for Conveyancers

To find conveyancers near a UK postcode, query the SRA Data Sharing API:

curl -s "https://sra-prod-apim.azure-api.net/datashare/api/V1/organisation/GetAll" \
  -H "Ocp-Apim-Subscription-Key: $SRA_API_KEY" \
  -H "Cache-Control: no-cache" | jq '[.Organisations[] | select(.WorkArea[]? == "Property - Residential") | select(.Offices[]?.Postcode | startswith("POSTCODE_PREFIX")) | {name: .PracticeName, sra_number: .SraNumber, status: .AuthorisationStatus, postcode: .Offices[0].Postcode, phone: .Offices[0].PhoneNumber, email: .Offices[0].Email, website: .Offices[0].Website, work_areas: .WorkArea, company_reg: .CompanyRegNo}] | .[:10]'

Replace POSTCODE_PREFIX with the first part of the postcode (e.g., "SE15", "SW1", "E1").

How to Search for Mortgage Brokers

Query the FCA Financial Services Register:

curl -s "https://register.fca.org.uk/services/V0.1/Search?q=mortgage+broker+LOCATION&type=firm" \
  -H "X-Auth-Email: $FCA_AUTH_EMAIL" \
  -H "X-Auth-Key: $FCA_AUTH_KEY" \
  -H "Accept: application/json" | jq '.Data[:10]'

How to Check Company Health

Cross-reference with Companies House using the company registration number:

curl -s -u "$COMPANIES_HOUSE_API_KEY:" \
  "https://api.company-information.service.gov.uk/company/COMPANY_NUMBER" | \
  jq '{name: .company_name, status: .company_status, created: .date_of_creation, sic_codes: .sic_codes, insolvency: .has_insolvency_history, charges: .has_charges}'

Zero-pad company numbers to 8 digits (e.g., "3120664" → "03120664").

How to Check Disciplinary History

For FCA-regulated firms, check enforcement actions:

curl -s "https://register.fca.org.uk/services/V0.1/Firm/FRN/DisciplinaryHistory" \
  -H "X-Auth-Email: $FCA_AUTH_EMAIL" \
  -H "X-Auth-Key: $FCA_AUTH_KEY" \
  -H "Accept: application/json" | jq '.Data'

Data Sources

Source	What it provides	Coverage
SRA (Solicitors Regulation Authority)	25,098 regulated law firms, practice areas, offices	England & Wales
FCA (Financial Conduct Authority)	Mortgage brokers, financial advisers, permissions, disciplinary history	UK-wide
Companies House	Company status, officers, insolvency, charges, SIC codes	UK-wide

Important

Clearbook provides factual data only. Never make evaluative recommendations like "this is the best firm for you." Present facts — regulatory status, disciplinary history, company health — and let the user decide. This is a regulatory requirement (FCA information vs advice boundary).

Filtering Tips

• Conveyancing firms: Filter SRA WorkArea for "Property - Residential" or "Property - Commercial"
• Authorised only: Filter AuthorisationStatus for "Authorised" or "YES"
• By postcode: Match on the Offices[].Postcode prefix
• Company health: Cross-reference CompanyRegNo with Companies House for insolvency/charges data